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Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7718 Cr | ₹25569 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 5% |
| Expense Ratio | 1.78 | 1.61 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K011T7 | INF846K01K01 |
| Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.22% | 2.98% |
| 6 Month | 24.14% | 19.02% |
| 1 Year | -1.51% | -1.05% |
| 3 Year | 25.34% | 18.84% |
| 5 Year | 29.01% | 25.74% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.39% | 3.9% |
| 1 Year | 12.34% | 10.93% |
| 3 Year | 23.58% | 17.65% |
| 5 Year | 24.22% | 19.68% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 17.75% |
| 3 Year | 27.92% | 19.97% |
| 5 Year | 30.15% | 20% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.15% | 11.78% |
| Sharp | 1.02% | 0.87% |
| Beta | 0.78% | 0.69% |
| Alpha | 4.19% | 0.94% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Shreyash Devalkar |
| Total AUM | ₹12070 Cr | ₹166770 Cr |
| Funds Managed | 3 | 14 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.64 | 14.09 |
| Large Cap | 7.78 | 3.74 |
| Small Cap | 67.29 | 68.76 |
| Mid Cap | 16.29 | 13.42 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.45 | 10.43 |
| Consumer Cyclical | 14.83 | 10.06 |
| Healthcare | 21.23 | 14.1 |
| Financial Services | 26.86 | 17.62 |
| Basic Materials | 7.46 | 12.07 |
| Technology | 5.24 | 6.39 |
| Industrials | 17.65 | 18.08 |
| Real Estate | 2.67 | 4.26 |
| Communication Services | 0 | 0.91 |
| Consumer Defensive | 1.61 | 5.49 |
| Utilities | - | 0.6 |
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